A business plan is an essential roadmap for business success. This living document generally projects 3-5 years ahead and outlines the route a company intends to take to grow revenues, profits and generate return to investors.
Business plans are frequently used by companies to provide support in their decision making, as well as to provide banks / investors with rationale for providing financing to a company.
Business plans need to be comprehensive and need to include:
- business model and opportunity,
- market research,
- benchmarking and competition overview,
- sales plan,
- CAPEX plan,
- past performance,
- financial forecast, with a focus on cash flows,
- exit opportunity for investors / debt service plan for banks.
Preparation
- Introductory meeting
- Product or service identification
Environment analysis
- Industry and market potential analysis
- Analysis of competitiveness
Business model
- Marketing plan
- HR plan
- Sales plan
- Procurement plan
Financial plan
- Highlighting key risks and problems
- Financial plan
Acquiring financial assets
Contact
Send us your request or contact one of our advisers directly. Together, we will study the possibility of cooperation.
Jernej Samec
Partner
Marjeta Koščak
Partner
News
Latest news
KF Finance has been ranked #1 financial M&A advisor
KF Finance has been ranked 1st among financial M&A advisors in 2025 in Slovenia by deal count.
The sale process of Irundo successfully completed
KF Finance successfully completed the sale process of Irundo, acting as the exclusive financial advisor.
Successfully supported Saubermacher AG in acquisition of Roto Trans Eko
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The sale process of COOKINOX successfully completed
KF Finance successfully completed the sale process of COOKINOX, acting as the exclusive financial advisor.
Successfully supported Salus in acquisition of Farmadent
KF Finance acted as financial advisor to Salus in the acquisition of Farmadent d.o.o.
Successfully closed the sale of shares of Delavska hranilnica
KF Finance, as a financial advisor to the seller, successfully completed the sale of 4.267 shares (0.74%) of Delavska hranilnica.
The sale process of Gorenje Gostinstvo successfully completed
KF Finance successfully completed the sale process of a 100% ownership stake in Gorenje Gostinstvo, acting as the exclusive financial advisor.
The sale process of Usluga Šiška successfully completed
KF Finance successfully completed the sale process of a 100% ownership stake in Usluga Šiška, acting as the exclusive financial advisor.